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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,400 | $129,737-79.7% | $119,126-77.8% | $154,746-82.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 20.85% | 379.08%-358.2pp | 282.11%-261.3pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,358 | $4,375-46.1% | $4,034-41.6% | $4,379-46.2% |
| Participant deferral / active EE | $6,035 | $5,842+3.3% | $5,318+13.5% | $6,730-10.3% |
| Admin fee / account holder | $1,343 | $11,961-88.8% | $10,693-87.4% | $14,365-90.6% |